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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,860 | $106,008-78.4% | $92,240-75.2% | $147,586-84.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.14% | 50.05%-28.9pp | 176.29%-155.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,998 | $4,333-30.8% | $3,680-18.5% | $4,876-38.5% |
| Participant deferral / active EE | $9,799 | $4,478+118.8% | $3,897+151.5% | $5,439+80.2% |
| Admin fee / account holder | $197 | $6,333-96.9% | $5,194-96.2% | $10,886-98.2% |